Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF inkluderar RMG Wealth Management LLC, Midwest Trust Co, Howard Financial Services, Ltd., Valpey Financial Services, LLC, One Charles Private Wealth Services, LLC, Ballast, Inc., Harbor Asset Planning, Inc., Wesbanco Bank Inc, J Hagan Capital, Inc., Pacific Capital Wealth Advisors, Inc, Smithfield Trust Co, Net Worth Advisory Group, BLVD Private Wealth, LLC, My Purposeful Wealth Corp., Heritage Wealth Architects, Inc., Freestate Advisors LLC, Adams Asset Advisors, LLC, TFAQX - TFA Quantitative Fund Class I, Stark Wealth Management LLC, och Hancock Whitney Corp .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Persium Advisors, LLC | 775 638 | 6,27 | 22 656 | 23,97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 335 988 | 36,05 | 9 814 | 58,73 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 22 714 | 1,90 | 663 | 18,82 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 68 415 | 1 998 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 58 808 | 0,09 | 1 718 | 16,72 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 020 | 0,10 | 30 | 16,00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 48 184 | 38,07 | 1 407 | 61,17 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 14 309 | 418 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 436 018 | 34,71 | 12 736 | 57,16 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2 586 | 76 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 21 291 | 2,91 | 622 | 19,88 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 269 | 0 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 71 270 | 2 082 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 276 | 271 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 2 951 085 | 1,35 | 86 201 | 18,22 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 478 458 | 9,03 | 13 976 | 27,18 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 12 740 | 0,09 | 372 | 16,98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15 317 027 | 3,34 | 447 410 | 20,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 197 955 | 28,09 | 5 782 | 49,44 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 8 813 | 257 | ||||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 92 201 | 2 692 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 12 508 | 0,02 | 365 | 16,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 793 121 | 27,95 | 82 | 50,00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 4 795 625 | 142 573 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 166 666 | 8,91 | 4 868 | 27,07 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 12 065 | 0 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 54 387 | 6,42 | 1 589 | 24,16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 611 963 | 2,26 | 163 925 | 19,29 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 134 542 | 24,46 | 3 369 | 10,64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 29 133 | 6,84 | 851 | 24,63 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 774 708 | 4,34 | 22 630 | 21,71 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 22 661 | 11,09 | 662 | 29,61 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 17 473 | 0,10 | 1 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10 675 | 312 | ||||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 10 391 | 37,45 | 304 | 44,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 900 116 | 48,37 | 26 292 | 73,08 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4 311 747 | 7,86 | 125 946 | 25,82 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 128 147 | 0,11 | 3 743 | 16,79 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 155 584 | 0,33 | 4 545 | 17,05 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8 493 | 248 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10 068 | 294 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 48 421 | 0,02 | 1 414 | 16,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 645 962 | 37,51 | 18 869 | 60,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18 835 687 | 6,66 | 549 441 | 24,25 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 87 079 | 1,38 | 2 544 | 18,28 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 25 681 | 1,86 | 750 | 18,86 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 1 021 763 | 4,10 | 29 846 | 21,43 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 710 | 64,97 | 138 | 92,96 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 48 428 | 510,46 | 1 415 | 614,14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 211 808 | 63,38 | 6 187 | 90,57 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 9 767 | 285 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 397 164 | 0,89 | 11 601 | 17,69 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 508 661 | 70,23 | 14 858 | 98,57 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 627 847 | 13,27 | 18 339 | 32,13 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 2 513 | 0,08 | 76 | 16,92 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 113 | 6,60 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 58 665 | 8,01 | 1 714 | 26,05 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10 342 | 8,15 | 302 | 26,36 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 96 044 | 1,60 | 2 805 | 18,50 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 32 820 | 32,43 | 959 | 54,52 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 718 962 | 2,29 | 21 001 | 19,32 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 754 621 | 9,18 | 22 042 | 27,36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 343 084 | 157,56 | 39 231 | 200,46 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11 597 | 339 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6 807 071 | 1,82 | 198 835 | 18,77 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 60 067 | 1,93 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16 872 | 0,07 | 493 | 16,59 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 446 208 | 0,16 | 13 | 18,18 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 7 975 | 233 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 322 359 | 9 416 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 22 170 | 0,59 | 1 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 471 394 | 9,53 | 13 769 | 27,77 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 624 143 | 4,90 | 18 231 | 22,38 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 11 308 | 6,78 | 330 | 24,53 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 248 | 754,79 | 37 | 1 133,33 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 7 014 | 205 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 26 405 | 0,09 | 771 | 16,82 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 162 255 | 4,31 | 4 739 | 21,70 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 326 121 | 8,18 | 9 526 | 26,19 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 49 648 | 47,64 | 1 450 | 72,21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 208 414 | 1,26 | 93 718 | 18,13 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7 950 | 0,01 | 232 | 16,58 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 17 887 | 11,55 | 522 | 30,17 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 804 | 1,18 | 228 | 17,62 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 841 | 0,07 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 35 611 | 136,81 | 1 040 | 176,60 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15 064 | 440 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2 416 | 71 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7 274 770 | 0,86 | 212 | 17,78 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 33 073 | 20,58 | 966 | 40,82 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 23 | 1 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 480 621 | 0,42 | 14 039 | 17,14 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 374 580 | 0,34 | 40 151 | 17,05 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 477 224 | 30,01 | 13 940 | 154 777,78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7 897 044 | 3,71 | 230 673 | 20,99 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 34 627 | 1 011 | ||||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 30 200 | 882 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 728 410 | 1,28 | 21 277 | 18,15 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 28 067 | 0,09 | 820 | 16,67 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 625 096 | 1,73 | 18 259 | 18,67 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 86 737 | 3,14 | 2 534 | 20,33 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 814 801 | 5,11 | 140 640 | 22,62 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 184 773 | 55,49 | 5 397 | 81,41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 19 045 | 93,43 | 556 | 126,02 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 161 263 | 10,30 | 4 711 | 28,69 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 427 | 1,49 | 42 | 17,14 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16 418 | 145,85 | 480 | 186,83 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 288 500 | 8 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 81 352 | 4,07 | 2 376 | 21,41 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 53 381 | 3,68 | 1 559 | 20,95 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 498 917 | 3,69 | 14 573 | 20,96 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 128 257 | 0,62 | 3 746 | 17,39 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 1 705 702 | 1,79 | 49 824 | 18,74 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 256 495 | 12,74 | 7 492 | 31,53 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 249 920 | 73,49 | 7 300 | 102,38 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 307 | 0,85 | 38 | 18,75 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 73 188 | 10,97 | 2 138 | 29,44 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 11 544 | 0,10 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10 510 | 0,10 | 307 | 16,79 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1 153 143 | 10,07 | 33 683 | 28,40 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 42 112 | 0,65 | 1 230 | 17,48 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 9 530 | 278 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 46 224 | 110,59 | 1 350 | 145,90 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 700 734 | 5,10 | 20 468 | 22,61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 085 902 | 15,37 | 60 929 | 34,58 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 003 | 34,09 | 29 | 61,11 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 21 176 | 0,06 | 619 | 16,82 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 4 970 | 15,90 | 145 | 35,51 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18 742 | 0,01 | 547 | 16,63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 59 889 | 60,62 | 1 749 | 87,46 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 45 265 | 62,43 | 1 322 | 89,67 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 226 | 11,88 | 7 | 20,00 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 204 985 | 1,80 | 5 985 | 119 580,00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 18 226 | 0,05 | 1 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 256 756 | 23,28 | 7 500 | 43,80 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 10 363 | 0,01 | 303 | 12,69 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 13 013 | 380 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 40 964 | 18,69 | 1 197 | 38,43 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 327 345 | 9,55 | 9 562 | 27,79 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 10 305 | 21,75 | 301 | 42,18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82 711 | 2 416 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 37 624 | 74,03 | 11 043 | 1 941,22 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 40 800 | 0,74 | 1 191 | 18,39 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 23 686 | 80,75 | 692 | 110,67 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 176 241 | 0,30 | 5 148 | 17,00 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 100 287 | 1,91 | 2 929 | 18,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 224 200 | 23,66 | 6 549 | 44,26 | |||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 811 | 200,33 | 53 | 246,67 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 626 941 | 1,24 | 18 313 | 18,10 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 11 038 | 0,37 | 322 | 17,09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 83 359 | 3,51 | 2 435 | 20,73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 239 349 | 0,25 | 6 991 | 16,95 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7 891 | 228 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 22 590 | 660 | ||||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 9 685 | 0,18 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 142 543 | 0,30 | 4 164 | 17,00 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 247 157 | 90 103,28 | 7 219 | 120 216,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 178 318 | 4,43 | 5 209 | 9,46 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 524 | 30,67 | 15 | 50,00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 6 269 | 44,15 | 183 | 69,44 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 35 289 | 0,36 | 1 031 | 17,05 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 47 191 | 5,58 | 1 378 | 23,15 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 9 840 | 0,01 | 287 | 16,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 268 635 | 7,07 | 7 847 | 24,90 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 195 254 | 1,83 | 5 703 | 18,79 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 328 281 | 27,10 | 9 589 | 48,28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 457 616 | 18,03 | 13 367 | 37,68 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 526 012 | 4,86 | 15 | 25,00 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 13 040 | 381 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 289 841 | 5,21 | 8 466 | 22,73 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9 215 | 269 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 144 561 | 2,58 | 92 513 | 20,52 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 46 344 | 2,79 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 12 729 | 3,92 | 372 | 21,24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 119 923 | 2,48 | 91 134 | 19,55 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 21 462 | 0,84 | 627 | 17,67 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 7 727 | 226 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 73 191 | 66,34 | 2 138 | 4 988,10 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 53 918 | 1 575 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 20 905 | 3,69 | 611 | 21,03 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 26 600 | 7,57 | 777 | 25,36 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 932 | 8,50 | 261 | 26,21 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 50,00 | 0 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 15 224 | 445 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 651 154 | 0,23 | 106 650 | 16,92 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 111 628 | 5,28 | 3 261 | 22,83 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 068 | 9,80 | 119 | 28,26 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 156 | 443 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 26 899 | 3,21 | 786 | 20,40 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 169 398 | 3,11 | 5 199 | 24,53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 602 503 | 25,40 | 17 599 | 46,28 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 15 976 | 3,61 | 467 | 20,73 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 21 129 | 50,11 | 617 | 75,28 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 38 239 | 0,10 | 1 117 | 16,74 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 31 866 | 1,84 | 931 | 18,77 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 24 189 | 26,73 | 707 | 48,01 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 465 870 | 1 083,52 | 13 608 | 1 281,52 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 850 | 5,90 | 609 | 23,53 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 38 270 | 22,28 | 1 118 | 42,66 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 201 817 | 0,70 | 5 895 | 17,48 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 277 | 25,91 | 8 | 60,00 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 135 058 | 7,36 | 3 945 | 25,28 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 417 929 | 12 208 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 384 385 | 9,12 | 69 648 | 27,30 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 7 896 | 231 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 19 406 | 0,09 | 567 | 16,70 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 33 353 | 0,33 | 974 | 17,07 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 24 293 | 5,84 | 710 | 23,52 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 757 249 | 8,60 | 168 169 | 26,69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 409 139 | 12,42 | 11 951 | 31,13 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12 000 | 1,04 | 351 | 17,85 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 880 | 36,01 | 26 | 56,25 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 638 555 | 674,42 | 18 652 | 803,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 83 244 | 58,91 | 2 432 | 85,43 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 77 620 | 63,90 | 2 267 | 91,31 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 7 519 | 220 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 120 185 | 5,02 | 3 631 | 26,74 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 70 855 | 555,88 | 2 070 | 666,30 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1 636 557 | 0,01 | 47 804 | 16,66 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 58 567 | 12,23 | 1 711 | 30,93 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 21 946 | 6,05 | 641 | 23,75 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 15 180 | 42,62 | 443 | 66,54 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 136 432 | 0,63 | 3 985 | 17,41 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 257 847 | 2,90 | 7 532 | 20,04 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 52 369 | 29,21 | 1 530 | 50,79 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 63 545 | 7,33 | 1 856 | 25,24 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4 100 | 120 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 17 810 580 | 3,09 | 520 234 | 20,25 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 368 734 | 11,91 | 10 771 | 30,55 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 63 761 | 8,32 | 1 862 | 26,41 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 79 868 | 0,01 | 2 333 | 16,66 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 12 285 | 8,64 | 359 | 26,50 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 29 404 | 24,99 | 859 | 45,67 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 640 699 | 3,97 | 47 925 | 21,29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43 615 | 120,96 | 1 274 | 157,69 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 156 753 | 4 579 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 300 028 | 8 764 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 42 305 | 7,71 | 1 278 | 33,68 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 155 468 | 4,96 | 4 541 | 22,46 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 14 406 | 0,46 | 421 | 16,99 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17 982 | 277,61 | 525 | 341,18 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15 080 | 0,09 | 440 | 16,71 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 22 799 | 666 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13 679 | 0,10 | 400 | 16,67 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 453 421 | 2,38 | 13 244 | 19,43 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 424 116 | 9,54 | 12 388 | 27,79 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 9 596 | 290 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22 660 | 138,63 | 662 | 176,57 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10 903 | 3,58 | 318 | 20,91 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 37 049 | 0,08 | 1 082 | 16,85 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 22 105 | 2,82 | 646 | 19,89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20 746 | 1,95 | 606 | 18,86 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 10 254 | 2,60 | 300 | 19,60 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 51 022 | 360,90 | 1 490 | 437,91 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 546 092 | 8,82 | 15 951 | 26,95 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 175 944 | 124,83 | 5 139 | 162,33 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 23 201 | 0,09 | 678 | 16,72 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 318 001 | 54,82 | 9 289 | 80,59 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 73 300 | 0,04 | 2 141 | 16,74 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 29 347 | 0,89 | 857 | 17,72 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 7 246 | 253,98 | 212 | 313,73 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 196 932 | 1,10 | 5 752 | 17,94 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 693 312 | 3,87 | 20 252 | 21,16 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18 389 | 4,67 | 460 | −5,93 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 272 990 | 3,23 | 7 974 | 20,42 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13 664 | 399 | ||||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 421 355 | 41,26 | 12 308 | 64,80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 737 098 | 36,18 | 21 391 | 57,95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 256 | 66 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 462 928 | 17,24 | 13 522 | 36,78 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 803 755 | 1,32 | 23 478 | 18,19 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 138 655 | 36,31 | 4 050 | 59,07 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 61 635 | 0,10 | 1 800 | 16,81 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 29 261 | 855 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 77 470 | 1,67 | 2 263 | 18,55 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 895 | 5,57 | 55 | 22,22 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7 074 | 207 | ||||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 88 986 | 0,07 | 2 620 | 17,65 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 145 412 | 219,81 | 4 | 300,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 321 326 | 4,45 | 9 386 | 21,84 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 8 336 | 253 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 7 467 | 2 045,69 | 218 | 2 625,00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 580 | 17 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 141 552 | 1,95 | 4 135 | 18,93 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 269 413 | 84,50 | 7 870 | 115,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 418 779 | 11,11 | 12 233 | 29,60 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 239 860 | 11,99 | 7 006 | 30,66 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 85 906 | 10,26 | 2 509 | 28,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 480 479 | 298,39 | 12 031 | 257,96 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 16 174 | 33,59 | 476 | 57,10 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 9 912 | 418,41 | 290 | 514,89 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 834 662 | 0,35 | 53 590 | 17,06 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 086 | 0,38 | 353 | 17,28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 19 126 | 559 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 6 855 | 200 | ||||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 24 323 | 370,46 | 678 | 25,84 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 6 878 | 201 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 160 643 | 4 692 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 385 | 11 | ||||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 7 638 | 223 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 203 981 | 2 603,88 | 5 958 | 987,23 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 126 235 | 4,16 | 3 687 | 21,52 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 95 405 | 2,46 | 2 389 | −8,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 904 | 89 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 13 243 | 5,25 | 332 | −5,43 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 7 006 | 205 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 142 600 | 28,01 | 4 165 | 49,34 | |||
| 2025-07-30 | 13F | TFB Advisors LLC | 25 674 | 4,00 | 750 | 21,20 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 8 962 | 272 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 3 748 | 109 | ||||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 42 992 | 0,04 | 1 256 | 16,64 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 260 969 | 3,09 | 7 931 | 25,12 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 831 771 | 25,91 | 53 506 | 46,88 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 818 | 16 260,00 | 20 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22 366 | 653 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 366 500 | 224,62 | 10 705 | 278,67 | |||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 7 418 | 217 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 68 925 | 2,78 | 2 013 | 19,89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 317 729 | 7,45 | 9 513 | 24,83 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 47 564 | 45,92 | 1 389 | 70,22 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 81 888 | 11,00 | 2 392 | 29,45 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 27 808 | 0,01 | 696 | −10,08 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 227 848 | 1,45 | 6 655 | 18,35 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 264 923 | 7 738 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 171 358 | 98,35 | 5 005 | 131,39 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 10 745 | 0,09 | 314 | 16,79 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 78 758 | 738,30 | 2 301 | 878,72 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 12 479 | 0,02 | 365 | 16,67 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 508 041 | 10,02 | 14 840 | 28,34 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22 063 | 3,48 | 644 | 20,83 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 26 379 | 10,21 | 771 | 28,55 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7 401 | 216 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 72 782 | 22,77 | 2 126 | 43,19 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 48 966 | 4,66 | 1 430 | 22,12 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 2 542 | 74 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 208 229 | 34,39 | 35 292 | 56,77 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 42 710 | 13,65 | 1 | |||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 298 095 | 1,83 | 8 707 | 18,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 424 503 | 13,09 | 41 610 | 31,92 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33 116 | 0,06 | 967 | 16,79 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8 130 | 0,06 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 984 470 | 4,65 | 57 966 | 22,08 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 66 539 | 1,08 | 1 944 | 17,90 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 764 | 22 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 37 218 | 14,62 | 1 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 104 211 | 0,84 | 3 044 | 17,67 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 465 025 | 0,54 | 13 583 | 17,29 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 37 618 | 1,45 | 1 099 | 18,32 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 8 705 | 254 | ||||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 609 057 | 6,29 | 17 791 | 24,00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 26 467 | 4,07 | 773 | 21,54 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6 221 | 12,17 | 182 | 31,16 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 0,00 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 240 473 | 0,10 | 7 024 | 16,77 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 3 894 | 1,83 | 114 | 18,95 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 41 557 | 248,08 | 1 214 | −2,41 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 514 | 27,11 | 5 740 | 48,28 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 730 249 | 8,63 | 21 331 | 26,72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 59 772 | 7,51 | 1 746 | 25,36 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 8 141 | 0,10 | 238 | 16,75 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 31 108 | 909 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 5 077 667 | 6,05 | 148 319 | 23,71 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 14 723 | 33,81 | 430 | 56,36 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 51 731 | 0,00 | 1 511 | 16,68 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 21 810 | 5,17 | 637 | 22,74 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 57 743 | 8,55 | 1 687 | 26,67 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 408 818 | 5,35 | 11 942 | 22,89 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 48 433 | 16,44 | 1 415 | 35,83 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 193 696 | 3,23 | 5 658 | 20,41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 221 386 | 24,08 | 6 467 | 44,75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11 672 | 3,73 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 18 560 | 1,13 | 465 | −9,20 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 11 445 | 334 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 233 | 148,59 | 36 | 200,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 340 289 | 1,72 | 9 940 | 18,66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2 020 286 | 296,36 | 59 | 321,43 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 267 730 | 5,54 | 66 240 | 23,11 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1 327 110 | 5,45 | 38 765 | 23,01 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 595 988 | 2,07 | 46 619 | 19,07 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 688 474 | 2,90 | 20 110 | 20,04 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 15 407 | 450 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 15 982 | 467 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 779 473 | 12,90 | 51 978 | 31,70 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 818 | 3 990,00 | 24 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 79 988 | 32,61 | 2 336 | 54,70 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15 205 975 | 2,14 | 444 167 | 19,15 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 437 | 9,25 | 13 | 20,00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 645 078 | 10,41 | 18 843 | 28,80 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7 465 | 218 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 058 434 | 5,04 | 30 917 | 22,53 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 736 753 | 100,06 | 21 521 | 133,38 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 223 | 209 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 66 773 | 0,58 | 1 966 | 21,52 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 566 492 | 1,12 | 16 547 | 17,97 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 58 221 | 0,06 | 1 701 | 16,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 324 545 | 66,90 | 38 690 | 74,93 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 7 100 | 0 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 962 | 408,29 | 57 | 533,33 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 7 024 | 205 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 15 253 | 5,71 | 446 | 23,27 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 456 460 | 6,79 | 13 333 | 24,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 55 240 546 | 14,46 | 1 613 576 | 33,53 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 46 077 | 79,05 | 1 346 | 108,85 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 797 307 | 3,93 | 23 289 | 21,23 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 32 809 028 | 653,67 | 958 352 | 779,18 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20 249 | 3,94 | 591 | 21,36 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 394 811 | 15,81 | 11 528 | 35,05 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 312 194 | 0,54 | 9 120 | 17,21 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 43 800 | 1 279 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 85 267 | 156,62 | 2 491 | 199,64 | ||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 433 249 | 6,35 | 10 849 | −4,46 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 139 700 | 4,17 | 4 081 | 21,54 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 332 453 | 3 873,38 | 8 125 | 3 787,56 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 3 569 | 0,08 | 104 | 16,85 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 14 980 | 438 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 45 706 | 0,00 | 1 335 | 16,70 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 35 472 | 0,35 | 1 036 | 17,06 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 34 306 | 16,89 | 1 002 | 36,51 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8 813 | 257 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10 754 | 10,25 | 314 | 28,69 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12 345 | 361 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 195 093 | 16,98 | 5 699 | 36,45 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 596 433 | 17,15 | 17 422 | 36,66 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 11 213 | 0,18 | 328 | 16,79 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 473 | 7,13 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11 568 | 0,31 | 338 | 17,01 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 9 055 | 706,32 | 264 | 842,86 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 143 254 | 35,17 | 4 184 | 57,71 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 127 672 | 319,77 | 3 729 | 390,01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 79 933 | 7,13 | 2 335 | 24,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4 863 412 | 19,11 | 142 | 39,22 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 725 277 | 51,00 | 50 395 | 76,14 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 1 131 282 | 1,50 | 33 696 | 20,74 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 878 | 0,11 | 26 | 19,05 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 63 902 | 982,53 | 1 867 | 241,13 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 27 389 | 1,93 | 800 | 19,05 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 62 772 | 16,87 | 1 834 | 30,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 367 653 | 16,86 | 10 739 | 36,33 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 11 194 | 0,10 | 327 | 16,43 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 14 778 | 0,03 | 432 | 16,80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 218 182 | 2,15 | 6 | 20,00 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 331 900 | 130,65 | 9 695 | 169,05 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 11 421 | 267,94 | 286 | −8,95 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 32 648 | 13,10 | 954 | 31,99 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 189 617 | 2 712,89 | 6 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 516 338 | 6,23 | 15 082 | 23,92 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 21 727 | 1,12 | 635 | 17,84 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 676 | 283 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 391 704 | 13,70 | 11 544 | 32,75 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 193 460 | 12,91 | 5 651 | 31,70 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 55 349 | 1 673 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 1 896 | 55 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 20 210 | 4,19 | 590 | 21,65 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 577 225 | 19,13 | 16 861 | 38,97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 297 139 | 5,26 | 8 679 | 22,79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 11 900 | 345 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 187 006 | 11,35 | 268 352 | 29,89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 948 148 | 1,68 | 27 696 | 18,61 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 17 104 | 6,59 | 500 | 24,44 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 613 213 | 22,07 | 17 912 | 42,40 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 182 707 | 3,84 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 243 686 | 48,40 | 7 213 | 75,58 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | Put | 187 | 16,25 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 11 | ||||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 241 854 | 72,59 | 7 065 | 101,37 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6 887 | 210 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 19 255 | 26,42 | 567 | 52,56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 60 589 | 35,91 | 1 770 | 58,51 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 47 647 | 1 392 | ||||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 374 789 | 3,40 | 11 146 | 22,82 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 15 179 | 3,44 | 443 | 20,71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 251 | 3,34 | 592 | 20,61 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 611 | 0,49 | 18 | 13,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 876 034 | 3,63 | 84 009 | 20,88 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 60 311 | 450,99 | 1 762 | 542,70 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 44 493 | 22,67 | 1 300 | 43,06 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 192 187 | 34,66 | 5 614 | 57,09 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 2 325 | 68 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 17 795 | 0,04 | 520 | 16,63 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 18 195 | 0,02 | 531 | 16,70 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 7 342 | 214 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7 648 | 223 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 29 832 | 3,34 | 1 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 62 704 | 26,01 | 1 832 | 46,95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 51 143 | 8,18 | 1 494 | 26,20 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 56 105 | 6,80 | 1 639 | 24,56 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 121 583 | 11,17 | 3 551 | 29,69 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7 720 | 226 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 17 636 | 52,17 | 515 | 77,59 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 671 209 | 1,86 | 18 707 | 13,38 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 128 673 | 4,03 | 3 759 | 21,34 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 87 094 | 2,96 | 2 544 | 20,11 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 16 735 | 13,22 | 489 | 31,89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 795 201 | 0,32 | 23 228 | 17,03 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 3 118 407 | 12,18 | 91 032 | 30,87 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 14 331 | 1,42 | 419 | 18,41 | ||||
| 2025-08-07 | 13F | Nwam Llc | 84 483 | 10,77 | 2 555 | 33,79 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 270 971 | 15,39 | 7 915 | 34,61 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7 577 | 221 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 823 | 6,48 | 199 | 24,38 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 644 | 19 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10 689 | 312 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 152 778 | 121,21 | 4 463 | 158,07 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 799 865 | 14,23 | 23 364 | 33,26 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 944 148 | 0,94 | 27 579 | 17,75 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 299 859 | 0,46 | 8 759 | 17,20 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 36 219 | 0,78 | 1 093 | 21,58 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 220 638 | 4,48 | 6 445 | 21,86 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 30 982 | 22,78 | 905 | 28,59 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 534 786 | 1,30 | 15 621 | 18,17 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 694 578 | 12,21 | 20 289 | 30,89 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 30 973 | 1,78 | 905 | 24,86 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 45 540 | 66,11 | 1 269 | 84,99 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 420 | 217 | ||||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 11 231 | 0,62 | 328 | 17,56 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 64 653 | 220,94 | 1 889 | 274,60 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 617 997 | 1,93 | 18 052 | 18,91 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 226 855 | 44,12 | 6 626 | 68,13 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14 284 | 3,17 | 417 | 20,52 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 150 534 | 24,44 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 74 558 | 0,01 | 2 178 | 16,67 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 413 | 0,01 | 275 | 16,60 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 135 014 | 118,15 | 3 944 | 154,88 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 16 000 | 467 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 19 003 | 0,19 | 559 | 28,21 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23 917 | 2,45 | 699 | 19,52 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 150 158 | 4 185 | ||||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 645 005 | 9,14 | 18 841 | 27,31 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 496 204 | 7,22 | 14 494 | 25,09 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 15 200 | 444 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194 251 | 110,56 | 5 829 | 152,29 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 4 020 | 0,10 | 117 | 17,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 9 446 | 192,54 | 276 | 243,75 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 110 030 | 36,18 | 3 214 | 58,82 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1 695 563 | 22,96 | 49 527 | 43,43 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 38 095 | 21,11 | 1 113 | 41,30 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 169 906 | 4,98 | 4 963 | 22,46 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 1 746 511 | 0,22 | 51 016 | 16,90 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 779 973 | 2 464,69 | 22 783 | 2 893,82 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1 079 507 | 3,26 | 31 532 | 20,45 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 324 115 | 3,57 | 9 467 | 20,81 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 524 314 | 4,75 | 15 315 | 22,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 252 645 | 0,84 | 7 380 | 17,63 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 642 509 | 2,52 | 18 768 | 19,59 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 17 168 | 0,01 | 501 | 16,78 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 20 309 | 593 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 60 928 | 32,62 | 1 780 | 54,70 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7 569 | 221 | ||||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 10 032 | 293 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 985 | 1 737,96 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 402 260 | 11 750 | ||||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 32 112 | 51,59 | 938 | 76,79 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 106 850 | 6,68 | 3 121 | 24,49 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 078 | 0,92 | 236 | 17,50 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 2 960 | 2,21 | 86 | 19,44 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 99 013 | 2,23 | 2 892 | 19,36 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 17 360 | 0,01 | 507 | 16,82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 442 843 | 0,75 | 12 935 | 17,53 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 42 286 978 | 4,54 | 1 235 203 | 21,95 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8 194 | 52,96 | 239 | 78,36 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 58 704 | 41,23 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 304 022 | 5,00 | 8 880 | 22,48 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 405 091 | 2,18 | 11 833 | 19,19 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 166 585 | 40,54 | 4 866 | 63,92 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 271 714 | 2,92 | 66 357 | 20,06 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 347 | 5,94 | 331 | 23,51 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1 165 141 | 1,98 | 34 034 | 18,97 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 494 318 | 26,13 | 14 439 | 47,14 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 329 500 | 1,08 | 9 625 | 17,91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 1 310 038 | 5,45 | 38 266 | 23,01 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 167 913 | 17,69 | 4 905 | 37,29 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 16 079 | 470 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 434 | 0,07 | 42 | 17,14 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8 955 | 262 | ||||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8 240 | 241 | ||||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 41 898 | 12,75 | 1 286 | 27,99 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 10 834 | 0,14 | 316 | 17,04 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 151 459 | 173,18 | 4 424 | 218,73 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 88 111 | 11,42 | 2 574 | 29,95 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 11 715 | 342 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 25 435 | 0,61 | 743 | 17,22 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 7 972 | 233 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 985 739 | 4,38 | 58 002 | 21,76 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 14 937 | 0,11 | 374 | −9,88 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 867 974 | 8,15 | 25 354 | 13,36 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 112 430 | 2 871,19 | 4 | −96,81 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 132 201 | 0,16 | 3 862 | 16,86 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 215 046 | 2,65 | 6 281 | 19,75 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 871 180 | 13,96 | 25 648 | 45,75 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8 424 | 246 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 105 121 | 11,53 | 3 071 | 30,08 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 7 536 | 220 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5 753 | 168 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 076 826 | 0,92 | 60 664 | 17,72 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1 867 657 | 2,22 | 54 554 | 19,24 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 21 568 | 37,69 | 624 | 58,93 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7 156 | 209 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 116 482 | 0,05 | 3 402 | 16,71 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 10 038 | 3,53 | 293 | 21,07 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 507 648 | 20,07 | 14 828 | 40,07 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 26 380 | 61,89 | 771 | 88,73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 147 208 | 2,86 | 4 300 | 19,98 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 32 183 | 36,60 | 1 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 152 992 | 58,50 | 4 469 | 84,93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 485 749 | 31,36 | 14 679 | 58,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 | 0 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 127 376 | 8,05 | 3 721 | 26,06 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 18 956 | 51,04 | 554 | 76,11 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 6 949 | 203 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 6 885 | 201 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 251 880 | 96,21 | 7 357 | 128,90 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 284 961 | 7,42 | 8 324 | 25,31 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 27 296 | 8,39 | 797 | 26,51 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 43 827 | 16,22 | 1 280 | 35,59 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 14 775 | 1,09 | 427 | 16,99 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 889 | 26 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 47 638 | 101,93 | 1 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 49 804 | 29,58 | 1 455 | 51,14 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 37 163 | 1 065 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 997 | 29 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 654 286 | 28,31 | 19 | 58,33 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 1 218 280 | 2,96 | 35 586 | 20,11 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12 655 | 370 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 291 723 | 9,97 | 8 521 | 28,29 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 443 719 | 246,24 | 12 961 | 304,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 063 125 | 5,13 | 235 524 | 22,63 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 64 633 | 3,77 | 1 888 | 21,04 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1 547 812 | 45 212 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 184 | 5 | ||||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15 095 | 441 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 6 888 | 201 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31 311 | 7,91 | 915 | 25,90 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 25 062 | 4,05 | 732 | 21,39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 134 549 | 0,08 | 3 930 | 16,76 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 101 925 | 16,15 | 3 000 | 36,50 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 22 133 | 2,93 | 1 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 907 | 0,10 | 143 | 17,21 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 149 006 | 3,54 | 4 352 | 20,79 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 74 174 | 6,94 | 2 167 | 24,77 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 19 963 | 583 | ||||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 84 961 | 18,27 | 2 482 | 37,99 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 21 405 | 4,46 | 625 | 21,83 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29 421 | 859 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 259 017 | 192,28 | 7 566 | 240,92 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 169 889 | 1,80 | 4 962 | 18,76 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 210 016 | 20,19 | 6 135 | 40,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 842 162 | 6,77 | 112 230 | 24,55 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8 132 | 0,10 | 238 | 16,75 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 106 836 | 19,93 | 3 229 | 44,75 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 678 574 | 20,89 | 16 991 | 8,62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13 650 | 60,97 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 289 897 | 8 468 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 390 729 | 7,53 | 9 784 | −3,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 942 458 | 314,98 | 27 529 | 384,15 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 116 325 | 11,28 | 3 398 | 29,81 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 171 905 | 17,75 | 5 021 | 37,37 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 14 477 | 8,03 | 423 | 25,97 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 1 942 809 | 2,69 | 56 749 | 19,79 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 136 395 | 3,72 | 3 984 | 21,02 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 7 701 | 225 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 15 105 | 441 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10 034 | 0,34 | 293 | 17,20 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2 139 | 18,05 | 62 | 37,78 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 21 906 | 15,48 | 640 | 34,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 272 484 | 1,98 | 7 959 | 18,95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 493 656 | 2,26 | 14 420 | 19,29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 916 661 | 132,08 | 55 986 | 170,73 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 1 179 719 | 0,40 | 34 460 | 17,12 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6 936 | 203 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 88 486 | 60,01 | 2 585 | 86,71 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 127 373 | 0,95 | 3 721 | 17,76 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 8 725 | 0,03 | 255 | 16,51 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 114 668 | 137,92 | 3 349 | 177,69 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 34 397 | 4,05 | 1 005 | 21,40 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 390 296 | 13,79 | 11 401 | 32,74 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 18 284 | 534 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 677 934 | 12,64 | 19 802 | 31,39 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 74 139 | 0,00 | 2 166 | 16,65 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 7 616 | 222 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1 851 661 | 7,28 | 54 087 | 25,15 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 212 151 | 4,29 | 6 197 | 21,66 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 634 555 | 1,31 | 18 535 | 18,19 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 682 185 | 2,18 | 19 927 | 19,20 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 7 600 | 222 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 192 423 | 106,20 | 5 621 | 140,58 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8 455 | 247 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 86 500 | 2 527 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20 687 | 2,97 | 604 | 20,08 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 611 | 0,49 | 18 | 13,33 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 322 359 | 69,69 | 9 416 | 97,98 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 26 875 | 31,60 | 785 | 53,62 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 795 956 | 425,87 | 23 250 | 513,43 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 294 260 | 1,73 | 9 | 14,29 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 40 291 | 3,80 | 1 177 | 21,11 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2 959 493 | 3,14 | 86 447 | 20,31 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 27 260 | 796 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 737 503 | 1,63 | 22 280 | 21,44 | ||||
| 2025-07-14 | 13F | Friday Financial | 502 740 | 0,42 | 14 685 | 15,21 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7 361 | 215 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 412 349 | 29,14 | 12 045 | 50,64 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 75 056 | 2,83 | 2 192 | 19,98 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 15 152 | 0,10 | 443 | 16,62 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 21 515 | 17,66 | 628 | 37,42 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 198 438 | 1,78 | 5 796 | 18,75 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 101 595 | 339,23 | 2 968 | 412,44 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 252 000 | 0,04 | 65 781 | 16,70 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 17 762 | 2,58 | 519 | 19,63 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 182 000 | 11,10 | 5 316 | 29,63 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 797 120 | 6,93 | 23 284 | 24,74 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 16 156 | 0,09 | 472 | 4,90 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 7 763 | 227 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 475 708 | 100,44 | 13 898 | 133,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 27 854 880 | 13,20 | 813 641 | 32,05 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 284 264 | 2 848,49 | 8 303 | 3 345,23 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 29 229 | 854 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 132 585 | 0,18 | 3 873 | 16,87 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 29 908 | 874 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 227 419 | 29,02 | 6 643 | 50,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 489 982 | 7,64 | 218 782 | 25,57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 152 926 | 17,36 | 4 467 | 36,91 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 13 252 | 66,92 | 332 | 49,77 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 49 472 | 1,29 | 1 445 | 18,25 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1 295 841 | 0,84 | 37 852 | 17,63 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 150 269 | 132,06 | 4 389 | 170,76 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 47 701 | 11,17 | 1 393 | 29,70 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 517 010 | 11,76 | 15 102 | 30,37 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 109 516 | 25,87 | 3 199 | 46,83 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 12 101 | 22,08 | 353 | 42,34 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10 045 | 0,45 | 293 | 17,20 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 553 870 | 16 179 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 793 461 | 4,52 | 23 177 | 21,93 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 690 128 | 50,56 | 20 159 | 75,64 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2 508 | 46,84 | 73 | 73,81 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 9 054 | 0,02 | 264 | 16,81 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 21 468 | 26,61 | 627 | 47,88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 45 745 266 | 10,98 | 1 336 220 | 29,46 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 26 926 | 787 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 048 | 0 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 765 364 | 6,25 | 109 986 | 23,95 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 3 150 645 | 3,26 | 92 030 | 20,46 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 24 817 | 0,76 | 725 | 17,53 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 26 011 | 87,89 | 760 | 119,36 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 17 777 | 519 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 750 774 | 778,61 | 21 930 | 925,25 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 1 611 594 | 25,52 | 48 445 | 38,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 63 284 | 12,03 | 1 849 | 30,69 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 107 976 | 39,31 | 3 154 | 62,53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 491 814 | 201,07 | 14 366 | 251,22 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 154 277 | 42,66 | 4 506 | 66,46 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 29 730 | 0,51 | 868 | 17,30 | ||||
| 2025-07-16 | 13F | Novem Group | 1 355 187 | 25,60 | 39 585 | 46,52 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 279 | 242 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 272 250 | 185,63 | 7 952 | 233,28 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 794 943 | 6,79 | 23 | 27,78 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 22 038 | 148,62 | 552 | 123,08 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 327 066 | 688,30 | 9 246 | 790,66 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 40 212 | 3,10 | 1 175 | 20,29 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 85 253 | 2 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 122 059 | 13,28 | 3 565 | 32,13 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 774 887 | 5,22 | 22 634 | 22,84 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7 116 | 208 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 8 603 | 3,80 | 251 | 21,26 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 9 878 | 0,08 | 289 | 16,60 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 329 372 | 1,17 | 8 247 | −9,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 643 532 | 22,34 | 252 | 43,18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 122 | 0,78 | 237 | 17,91 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 574 | 17 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 21 888 | 0,11 | 639 | 16,82 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 26 073 | 21,51 | 762 | 57,23 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 816 618 | 8,71 | 23 853 | 26,81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 892 683 | 11,79 | 26 075 | 30,41 | ||||
| 2025-09-03 | 13F | American Trust | 132 969 | 3 884 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 22 108 | 13,00 | 646 | 31,90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 815 | 24 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 423 186 | 86,98 | 12 361 | 118,12 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 221 489 | 2,60 | 6 470 | 19,69 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 73 358 | 10,49 | 2 143 | 28,88 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1 664 649 | 4,18 | 48 624 | 21,53 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 109 942 | 5,94 | 3 211 | 23,60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 263 011 | 21,86 | 7 683 | 41,19 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 686 148 | 7,69 | 20 042 | 25,62 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14 981 | 438 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 42 414 | 1,18 | 1 239 | 18,02 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 5 637 | 127,21 | 165 | 19,71 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 12 920 | 56,72 | 377 | 83,01 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 555 261 | 21,83 | 16 219 | 42,12 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 243 416 | 7 110 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 81 211 | 264,70 | 2 372 | 325,85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 350 744 | 2,75 | 10 245 | 19,87 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 22 602 | 35,81 | 660 | 58,65 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 29 015 | 0,02 | 848 | 16,67 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 77 844 | 5,06 | 2 274 | 22,53 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24 969 | 0,08 | 729 | 16,83 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 714 | 0,14 | 21 | 17,65 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 22 494 | 10,18 | 657 | 28,57 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 6 976 | 204 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 21 028 | 614 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3 405 | 99 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 11 200 | 327 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 169 894 | 2,24 | 4 963 | 19,28 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 8 606 | 251 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 196 701 | 16,23 | 5 746 | 35,59 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 92 975 | 0,61 | 2 716 | 17,33 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 97 240 | 2,24 | 2 840 | 19,28 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 465 966 | 0,49 | 42 821 | 17,22 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 16 268 | 2,31 | 475 | 19,35 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 719 | 0,08 | 109 | 16,13 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 82 208 | 17,36 | 2 401 | 36,89 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 239 349 | 6 991 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 9 460 | 8,05 | 276 | 26,03 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 729 213 | 1,44 | 21 300 | 18,33 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 50 012 | 0,14 | 1 474 | 28,20 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41 701 | 349,46 | 1 218 | 425,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 466 642 | 8,29 | 159 681 | 26,33 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 46 573 | 1 360 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 54 818 | 241,14 | 1 601 | 341,05 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 630 | 15,19 | 48 | 34,29 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 50 412 | 484,69 | 1 473 | 584,65 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 12 879 | 8,18 | 376 | 26,60 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 214 833 | 6,22 | 6 275 | 23,91 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 950 | 57 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50 581 | 1,58 | 1 533 | 22,95 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 115 083 | 10,01 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 818 260 | 2,18 | 23 901 | 19,20 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 3 861 | 26,67 | 113 | 47,37 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 428 616 | 11,20 | 12 520 | 28,69 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 113 543 | 2,27 | 3 317 | 19,28 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 160 181 | 7,21 | 4 679 | 25,05 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 058 190 | 30 910 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 881 | 22 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 104 185 | 1 055,81 | 3 043 | 1 252,44 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9 014 | 0,24 | 263 | 16,89 |
